Public record / Tickers / HQY

HQY — HEALTHEQUITY, INC.

Both disclosure regimes on one name: who in Congress filed about HQY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
24
all PTR rows naming HQY
Members · 12m
1
3 buys · 0 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
479
top-479 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-04-10 → filed 2023-05-19. Ranked over every HQY row by the provable lower bound, never a point estimate.

1 member · 3 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HQY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HQY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-10 LATE·56d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-30 +2d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-29 +10d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in HQY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HQY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HQY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $1.4M held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HEALTHEQUITY INC

Merged timeline of congressional filings and notable-manager moves on HQY
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+11,587 sh
2026-05-15Bridgewater Associates 13Fexit−20,827 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HQY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$880M1
2WASATCH ADVISORS LP$602M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$348M1
4VANGUARD CAPITAL MANAGEMENT LLC$320M1
5STATE STREET CORP$259M1
6MORGAN STANLEY$208M1
7GEODE CAPITAL MANAGEMENT, LLC$189M1
8AQR CAPITAL MANAGEMENT LLC$173M1
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$139M1
10DIMENSIONAL FUND ADVISORS LP$136M1
11BROWN ADVISORY INC$118M1
12Clearbridge Investments, LLC$109M1
13MACKENZIE FINANCIAL CORP$107M1
14Greenhouse Funds LLLP$105M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$98.2M1
16FMR LLC$94.8M1
17NORTHERN TRUST CORP$86.6M1
18DAVENPORT & Co LLC$84.9M1
19Atalan Capital Partners, LP$73.8M1
20BANK OF AMERICA CORP /DE/$72.0M1
21Janus Henderson Group Ltd.$71.1M1
22BALYASNY ASSET MANAGEMENT L.P.$69.8M1
23CADIAN CAPITAL MANAGEMENT, LP$69.6M1
24MILLENNIUM MANAGEMENT LLC$67.6M1
25UBS Group AG$65.7M1
26BAMCO INC /NY/$62.7M1
27AMERICAN CENTURY COMPANIES INC$62.1M1
28WESTFIELD CAPITAL MANAGEMENT CO LP$59.6M1
29Swedbank AB$59.0M1
30Stephens Investment Management Group LLC$57.2M1
31Nuveen, LLC$56.9M1
32AMERIPRISE FINANCIAL INC$53.3M1
33Park West Asset Management LLC$52.1M1
34SEI INVESTMENTS CO$50.4M1
35Bank of New York Mellon Corp$50.1M1
36VANGUARD FIDUCIARY TRUST CO$49.7M1
37NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$49.5M1
38WELLINGTON MANAGEMENT GROUP LLP$41.6M1
39Invesco Ltd.$37.8M1
40Man Group plc$35.4M1
41Aristotle Capital Boston, LLC$33.2M1
42RAYMOND JAMES FINANCIAL INC$31.6M1
43LAZARD ASSET MANAGEMENT LLC$28.5M1
44FRANKLIN RESOURCES INC$28.5M1
45CIBC Bancorp USA Inc.$26.9M1
46PRINCIPAL FINANCIAL GROUP INC$25.4M1
47ROYAL BANK OF CANADA$25.0M1
48Ranger Investment Management, L.P.$22.7M1
49Artisan Partners Limited Partnership$22.6M1
50CITADEL ADVISORS LLC$22.5M1
51ASHFORD CAPITAL MANAGEMENT INC$22.3M1
52Allspring Global Investments Holdings, LLC$22.2M1
53CITIGROUP INC$21.2M1
54ALLIANCEBERNSTEIN L.P.$20.4M1
55Retirement Systems of Alabama$17.9M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.3M1
57JANE STREET GROUP, LLC$16.1M1
58FRONTIER CAPITAL MANAGEMENT CO LLC$16.1M1
59WCM INVESTMENT MANAGEMENT, LLC$15.8M1
60Trexquant Investment LP$15.6M1
61Squarepoint Ops LLC$15.0M1
62OPPENHEIMER ASSET MANAGEMENT INC.$14.5M1
63GLENMEDE TRUST CO NA$14.3M1
64Swiss National Bank$14.1M1
65SEGALL BRYANT & HAMILL, LLC$14.1M1
66OBERWEIS ASSET MANAGEMENT INC/$13.9M1
67Summit Creek Advisors LLC$13.5M1
68AXIOM INVESTORS LLC /DE$12.8M1
69CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.8M1
70ArrowMark Colorado Holdings LLC$12.2M1
71CANADA PENSION PLAN INVESTMENT BOARD$11.9M1
72WELLS FARGO & COMPANY/MN$11.7M1
73ENVESTNET ASSET MANAGEMENT INC$11.6M1
74Ensign Peak Advisors, Inc$11.2M1
75DF DENT & CO INC$11.2M1
76Private Advisory Group LLC$10.6M1
77PEREGRINE CAPITAL MANAGEMENT LLC$10.5M1
78GDS Wealth Management$10.5M1
79Granahan Investment Management, LLC$10.2M1
80DEUTSCHE BANK AG\$10.1M1
81LPL Financial LLC$10.0M1
82Legal & General Group Plc$9.8M1
83NEW YORK STATE COMMON RETIREMENT FUND$8.9M1
84Portolan Capital Management, LLC$8.5M1
85STATE OF WISCONSIN INVESTMENT BOARD$8.5M1
86RENAISSANCE GROUP LLC$8.2M1
87ADAGE CAPITAL PARTNERS GP, L.L.C.$8.1M1
88VOYA INVESTMENT MANAGEMENT LLC$8.0M1
89MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
90KING LUTHER CAPITAL MANAGEMENT CORP$7.7M1
91DIVERSIFY WEALTH MANAGEMENT, LLC$7.4M1
92MetLife Investment Management, LLC$7.2M1
93B. Metzler seel. Sohn & Co. AG$7.2M1
94TECTONIC ADVISORS LLC$6.9M1
95MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.8M1
96PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.5M1
97VANGUARD ASSET MANAGEMENT, Ltd$6.5M1
98KORNITZER CAPITAL MANAGEMENT INC /KS$6.3M1
99Cornerstone Advisors, LLC$6.0M1
100MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.9M1
101Mariner, LLC$5.8M1
102Amundi$5.6M1
103VICTORY CAPITAL MANAGEMENT INC$5.6M1
104Creative Planning$5.4M1
105INSPIRION WEALTH ADVISORS, LLC$5.4M1
106Elk River Wealth Management LLC$5.2M1
107Waverly Advisors, LLC$5.1M1
108Madison Asset Management, LLC$5.0M1
109BEACON INVESTMENT ADVISORY SERVICES, INC.$4.8M1
110PUBLIC SECTOR PENSION INVESTMENT BOARD$4.8M1
111NORDEA INVESTMENT MANAGEMENT AB$4.7M1
1121492 Capital Management LLC$4.7M1
113ExodusPoint Capital Management, LP$4.6M1
114Hilton Capital Management, LLC$4.4M1
115Eversept Partners, LP$4.3M1
116Montanaro Asset Management Ltd$4.2M1
117Future Fund LLC$4.2M1
118BARCLAYS PLC$4.2M1
119INTECH INVESTMENT MANAGEMENT LLC$4.2M1
120HighTower Advisors, LLC$4.1M1
121CASTLEARK MANAGEMENT LLC$4.1M1
122BEACON INVESTMENT ADVISORS LLC$4.0M1
123Physician Wealth Advisors, Inc.$3.9M1
124Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
125BNP Paribas Asset Management Holding S.A.$3.8M1
126Quantinno Capital Management LP$3.7M1
127PRUDENTIAL FINANCIAL INC$3.5M1
128EFG International AG$3.5M1
129Qube Research & Technologies Ltd$3.4M1
130HOMESTEAD ADVISERS CORP$3.4M1
131Covea Finance$3.3M1
132Tidal Investments LLC$3.2M1
133FIRST TRUST ADVISORS LP$3.2M1
134Wealthspire Advisors, LLC$3.2M1
135Oxbow Advisors, LLC$3.1M1
136Atria Investments, Inc$3.1M1
137ADVISORY RESEARCH INC$3.1M1
138Grandeur Peak Global Advisors, LLC$3.0M1
139Ameritas Investment Partners, Inc.$3.0M1
140Vanguard Global Advisers, LLC$2.9M1
141FORMULA GROWTH LTD$2.9M1
142MOODY ALDRICH PARTNERS LLC$2.5M1
143SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
144Maridea Wealth Management LLC$2.4M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
146PEAK6 LLC$2.4M1
147KLP KAPITALFORVALTNING AS$2.4M1
148State of New Jersey Common Pension Fund D$2.4M1
149Universal- Beteiligungs- und Servicegesellschaft mbH$2.4M1
150HSBC HOLDINGS PLC$2.4M1
151Chesley Taft & Associates LLC$2.3M1
152Baird Financial Group, Inc.$2.3M1
153Pathstone Holdings, LLC$2.3M1
154Corient Private Wealth LLC$2.3M1
155M&T BANK CORP$2.3M1
156Cerity Partners LLC$2.2M1
157Cetera Investment Advisers$2.2M1
158YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
159FIFTH THIRD BANCORP$2.1M1
160STIFEL FINANCIAL CORP$2.0M1
161Arizona State Retirement System$2.0M1
162New Age Alpha Advisors, LLC$1.9M1
163Vanguard Investments Australia, Ltd.$1.8M1
164CWA Asset Management Group, LLC$1.8M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
166STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
167CHOREO, LLC$1.7M1
168NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
169OP Asset Management Ltd$1.6M1
170STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
171Gradient Investments LLC$1.6M1
172US BANCORP \DE\$1.5M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
174Rockefeller Capital Management L.P.$1.4M1
175Gotham Asset Management, LLC$1.4M1
176GUGGENHEIM CAPITAL LLC$1.3M1
177ProShare Advisors LLC$1.3M1
178Expect Equity LLC$1.3M1
179MILESTONE ASSET MANAGEMENT, LLC$1.2M1
180Vontobel Holding Ltd.$1.2M1
181Vanguard Personalized Indexing Management, LLC$1.2M1
182BANK OF MONTREAL /CAN/$1.2M1
183BENJAMIN EDWARDS INC$1.2M1
184HANCOCK WHITNEY CORP$1.2M1
185Pictet Asset Management Holding SA$1.1M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
187NewEdge Advisors, LLC$1.1M1
188Shay Capital LLC$1.1M1
189CWM, LLC$1.1M1
190Overbrook Management Corp$1.1M1
191XPONANCE LLC$1.0M1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
193Three Seasons Wealth, LLC$1000K1
194FJ Capital Management LLC$937K1
195ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$917K1
196Ashton Thomas Private Wealth, LLC$915K1
197Coyle Financial Counsel LLC$896K1
198Elo Mutual Pension Insurance Co$892K1
199Institute for Wealth Management, LLC.$878K1
200State of Wyoming$866K1
201Freestone Grove Partners LP$809K1
202Steward Partners Investment Advisory, LLC$802K1
203OSAIC HOLDINGS, INC.$790K1
204Suncoast Equity Management$773K1
205ALPS ADVISORS INC$766K1
206MERCER GLOBAL ADVISORS INC /ADV$757K1
207MANGROVE PARTNERS IM, LLC$735K1
208Prospera Financial Services Inc$732K1
209HC Advisors, LLC$726K1
210Connor, Clark & Lunn Investment Management Ltd.$720K1
211CSS LLC/IL$720K1
212SHEETS SMITH WEALTH MANAGEMENT$712K1
213STANSBERRY ASSET MANAGEMENT, LLC$700K1
214FEDERATED HERMES, INC.$698K1
215Radnor Capital Management, LLC$698K1
216Tower Research Capital LLC (TRC)$694K1
217Graham Capital Management, L.P.$671K1
218Inspire Investing, LLC$662K1
219Concurrent Investment Advisors, LLC$656K1
220QUADRANT CAPITAL GROUP LLC$656K1
221Peterson Wealth Services$645K1
222Numerai GP LLC$640K1
223&PARTNERS$615K1
224Steadtrust LLC$587K1
225BTC Capital Management, Inc.$577K1
226NorthCrest Asset Manangement, LLC$574K1
227IEQ CAPITAL, LLC$567K1
228NICOLET BANKSHARES INC$559K1
229FULTON BANK, N.A.$545K1
230STEPHENS INC /AR/$532K1
231XTX Topco Ltd$531K1
232WASHINGTON CAPITAL MANAGEMENT, INC$531K1
233Sanctuary Advisors, LLC$529K1
234SECURIAN ASSET MANAGEMENT, INC$524K1
235Havemeyer Place LP$517K1
236Swiss Life Asset Management Ltd$516K1
237Diametric Capital, LP$509K1
238LEVEL FOUR ADVISORY SERVICES, LLC$494K1
239Crossmark Global Holdings, Inc.$493K1
240Brevan Howard Capital Management LP$491K1
241ELEVATION POINT WEALTH PARTNERS, LLC$488K1
242Abel Hall, LLC$476K1
243Bridgefront Capital, LLC$463K1
244Focus Partners Wealth$460K1
245Iron Gate Global Advisors LLC$452K1
246Keebeck Wealth Management$449K1
247EP Wealth Advisors, LLC$435K1
248Fieldview Capital Management, LLC$426K1
249Federation des caisses Desjardins du Quebec$423K1
250Mutual Advisors, LLC$422K1
251Hodges Capital Management Inc.$418K1
252Van Hulzen Asset Management, LLC$418K1
253Narus Financial Partners, LLC$418K1
254BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$400K1
255COMMERCE BANK$380K1
256CITIZENS FINANCIAL GROUP INC/RI$374K1
257Brooklyn Investment Group$371K1
258SUMMITRY LLC$365K1
259Mattson Financial Services, LLC$355K1
260Curated Wealth Partners LLC$344K1
261Keating Financial Advisory Services, Inc.$324K1
262CIM INVESTMENT MANAGEMENT INC$319K1
263EVERGREEN CAPITAL MANAGEMENT LLC$317K1
264DnB Asset Management AS$311K1
265NISA INVESTMENT ADVISORS, LLC$308K1
266FIDUCIARY TRUST CO$308K1
267PROFUND ADVISORS LLC$304K1
268City Center Advisors, LLC$293K1
269GREENLEAF TRUST$292K1
270Avanza Fonder AB$290K1
271Equitable Holdings, Inc.$282K1
272Hennion & Walsh Asset Management, Inc.$280K1
273RITHOLTZ WEALTH MANAGEMENT$265K1
274O'SHAUGHNESSY ASSET MANAGEMENT, LLC$262K1
275Cresset Asset Management, LLC$259K1
276COMMONWEALTH EQUITY SERVICES, LLC$242K1
277SHELTON CAPITAL MANAGEMENT$241K1
278Orion Porfolio Solutions, LLC$241K1
279Fifth Third Wealth Advisors LLC$240K1
280Merit Financial Group, LLC$237K1
281Engineers Gate Manager LP$237K1
282FARALLON CAPITAL MANAGEMENT, L.L.C.$234K1
283ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$232K1
284FOX RUN MANAGEMENT, L.L.C.$231K1
285HB Wealth Management, LLC$229K1
286MML INVESTORS SERVICES, LLC$229K1
287CIBC Asset Management Inc$226K1
288Holocene Advisors, LP$224K1
289Sowell Financial Services LLC$215K1
290Vident Advisory, LLC$209K1
291Ethic Inc.$207K1
292AE Wealth Management LLC$206K1
293Mitsubishi UFJ Asset Management Co., Ltd.$202K1
294Advisors Asset Management, Inc.$196K1
295Aviso Financial Inc.$135K1
296Daiwa Securities Group Inc.$130K1
297Eurizon Capital SGR S.p.A.$112K1
298SIGNATUREFD, LLC$109K1
299MAI Capital Management$106K1
300Allworth Financial LP$86.5K1
301WESTPAC BANKING CORP$82.4K1
302UMB Bank, n.a.$80.1K1
303ASSETMARK, INC$75.3K1
304VEGA INVESTMENT SOLUTIONS$65.1K1
305NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51.0K1
306SBI Securities Co., Ltd.$48.3K1
307INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$46.1K1
308Sterling Capital Management LLC$46.0K1
309Sellwood Investment Partners LLC$46.0K1
310Kemnay Advisory Services Inc.$41.5K1
311Pinnacle Wealth Planning Services, Inc.$38.8K1
312Arax Advisory Partners$37.3K1
313Smartleaf Asset Management LLC$35.1K1
314Optiver Holding B.V.$34.3K1
315Axiom Investment Management LLC$33.1K1
316Leonteq Securities AG$31.9K1
317WPG Advisers, LLC$31.7K1
318Acumen Wealth Advisors, LLC$26.8K1
319Wilmington Savings Fund Society, FSB$25.1K1
320SMA Capital LLC$24.7K1
321Larson Financial Group LLC$23.7K1
322Premier Fund Managers Ltd$23.5K1
323ARCADIA INVESTMENT MANAGEMENT CORP/MI$22.3K1
324Parkside Financial Bank & Trust$21.6K1
325True Wealth Design, LLC$20.1K1
326Annis Gardner Whiting Capital Advisors, LLC$19.6K1
327Mirae Asset Global Investments Co., Ltd.$18.5K1
328NOMURA ASSET MANAGEMENT CO LTD$18.4K1
329PRIVATE TRUST CO NA$16.5K1
330MATHER GROUP, LLC.$15.0K1
331Asset Dedication, LLC$14.3K1
332JNBA Financial Advisors$11.3K1
333Signature Equity Partners, LLC$10.8K1
334VISION FINANCIAL MARKETS LLC$9.6K1
335CHILTON CAPITAL MANAGEMENT LLC$8.9K1
336Anfield Capital Management, LLC$8.4K1
337Financial Network Wealth Advisors LLC$8.4K1
338NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.0K1
339Accent Capital Management, LLC$6.7K1
340CENTRAL TRUST Co$6.5K1
341CVA Family Office, LLC$6.4K1
342FARMERS & MERCHANTS INVESTMENTS INC$6.2K1
343Richardson Capital Management LLC$6.2K1
344Clearstead Advisors, LLC$5.9K1
345JFS WEALTH ADVISORS, LLC$5.3K1
346Bell Investment Advisors, Inc$4.4K1
347Sachetta, LLC$4.3K1
348Clearstead Trust, LLC$4.0K1
349CANADA LIFE ASSURANCE Co$4.0K1
350Hilton Head Capital Partners, LLC$3.8K1
351SJS Investment Consulting Inc.$3.5K1
352AMALGAMATED BANK$3.1K1
353NATIXIS ADVISORS, LLC$2.8K1
354Marquette Asset Management, LLC$2.0K1
355Quarry LP$2.0K1
356Manchester Capital Management LLC$1.9K1
357BROWN, LISLE/CUMMINGS, INC.$1.8K1
358THRIVENT FINANCIAL FOR LUTHERANS$1.6K1
359Kingdom Financial Group LLC.$1.5K1
360Main Management ETF Advisors, LLC$1.1K1
361SHP Wealth Management$1.0K1
362DiNuzzo Private Wealth, Inc.$1.0K1
363AMICA MUTUAL INSURANCE CO$9871
364TFC Financial Management, Inc.$9201
365Abound Wealth Management$8361
366State of Alaska, Department of Revenue$6961
367PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6881
368Intentional Wealth Strategies, LLC$6691
369SouthState Bank Corp$5851
370Crewe Advisors LLC$5021
371Rialto Wealth Management, LLC$5021
372Rakuten Securities, Inc.$5011
373ACADIAN ASSET MANAGEMENT LLC$4491
374HFM Investment Advisors, LLC$3341
375Investors Portfolio Services LLC$3271
376Vestcor Inc$2821
377Quaker Wealth Management, LLC$2511
378KBC Group NV$2011
379Atlantic Union Bankshares Corp$1681
380Cassaday & Co Wealth Management LLC$1681
381Vermillion Wealth Management, Inc.$1671
382GHP Investment Advisors, Inc.$841
383Tradewinds Capital Management, LLC$841
384EVOLUTION WEALTH MANAGEMENT INC.$841
385DekaBank Deutsche Girozentrale$461
386iA Global Asset Management Inc.$171
387HARBOR CAPITAL ADVISORS, INC.$111
388Capital Advisors, Ltd. LLC$61
389Avion Wealth$01
390Activest Wealth Management$01
391TRUIST FINANCIAL CORP$01
392VANGUARD GROUP INC$01
393TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$01
394DANSKE BANK A/S$01
395MEEDER ASSET MANAGEMENT INC$01
396HARBOUR INVESTMENTS, INC.$01
397JOHNSON INVESTMENT COUNSEL INC$01
398TOTH FINANCIAL ADVISORY CORP$01
399CONGRESS ASSET MANAGEMENT CO$01
400COMERICA BANK$01
401MASSACHUSETTS FINANCIAL SERVICES CO /MA/$01
402VIRGINIA RETIREMENT SYSTEMS ET Al$01
403DEERFIELD MANAGEMENT COMPANY, L.P.$01
404POLEN CAPITAL MANAGEMENT LLC$01
405CIBC WORLD MARKETS CORP$01
406GREAT LAKES ADVISORS, LLC$01
407CHESAPEAKE ASSET MANAGEMENT LLC$01
408COLDSTREAM CAPITAL MANAGEMENT INC$01
409ZACKS INVESTMENT MANAGEMENT$01
410Penn Capital Management Company, LLC$01
411BRIDGER MANAGEMENT, LLC$01
412CREDIT AGRICOLE S A$01
413JUPITER ASSET MANAGEMENT LTD$01
414CIBC Private Wealth Group LLC$01
415Yorktown Management & Research Co Inc$01
416Forest Hill Capital, LLC$01
417Bridgewater Associates, LP$01
418Magnetar Financial LLC$01
419NORGES BANK$01
420PRELUDE CAPITAL MANAGEMENT, LLC$01
421Walleye Trading LLC$01
422OXFORD ASSET MANAGEMENT LLP$01
423TWO SIGMA SECURITIES, LLC$01
424Verition Fund Management LLC$01
425EXCHANGE TRADED CONCEPTS, LLC$01
426B. Riley Wealth Advisors, Inc.$01
427HRT FINANCIAL LP$01
428Quantbot Technologies LP$01
429Dynamic Technology Lab Private Ltd$01
430MIRABELLA FINANCIAL SERVICES LLP$01
431Assenagon Asset Management S.A.$01
432Avior Wealth Management, LLC$01
433Sequoia Financial Advisors, LLC$01
434Lighthouse Investment Partners, LLC$01
435Point72 Asset Management, L.P.$01
436MV CAPITAL MANAGEMENT, INC.$01
437Versor Investments LP$01
438Econ Financial Services Corp$01
439Faithward Advisors, LLC$01
440CROWN ADVISORS MANAGEMENT, INC.$01
441Global Retirement Partners, LLC$01
442Silphium Asset Management Ltd$01
443Geneos Wealth Management Inc.$01
444Qsemble Capital Management, LP$01
445TWINBEECH CAPITAL LP$01
446Prestige Wealth Management Group LLC$01
447Y-Intercept (Hong Kong) Ltd$01
448NICOLET ADVISORY SERVICES, LLC$01
449Woodline Partners LP$01
450Olympiad Research LP$01
451Cinctive Capital Management LP$01
452Avidity Partners Management LP$01
453BELLEVUE ASSET MANAGEMENT, LLC$01
454Kestra Advisory Services, LLC$01
455Simplify Asset Management Inc.$01
456NewEdge Wealth, LLC$01
457Vermillion & White Wealth Management Group, LLC$01
458BOONE CAPITAL MANAGEMENT LLC$01
459AlphaQuest LLC$01
460Capricorn Fund Managers Ltd$01
461Forum Financial Management, LP$01
462SageView Advisory Group, LLC$01
463AXQ CAPITAL, LP$01
464iSAM Funds (UK) Ltd$01
465Callan Family Office, LLC$01
466Dunhill Financial, LLC$01
467UNIQUE WEALTH, LLC$01
468Caitong International Asset Management Co., Ltd$01
469Compound Planning, Inc.$01
470Marex Group Ltd$01
471Private Wealth Management Group, LLC$01
472Scientech Research LLC$01
473Sivia Capital Partners, LLC$01
474Optimize Financial Inc$01
475Aster Capital Management (DIFC) Ltd$01
476Integrated Quantitative Investments LLC$01
477SummitTX Capital, L.P.$01
478Grant Private Wealth Management Inc$01
479111 Capital$01
Truncated by Public Filings. The published aggregate ranks the top 479 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HQY

RETAINED WINDOW · ACTIVE HITS

Zero hits on HQY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HQY · financials and macro

Financials — as filed PLANNED

HQY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HQY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing